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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,083 | $29,319-31.5% | $52,425-61.7% | $82,448-75.6% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 6.43% | 535.20%-528.8pp | 302.12%-295.7pp | 41.64%-35.2pp |
| Employer contribution / active EE | $1,333 | $586+127.4% | $914+45.8% | $2,551-47.7% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $563 | $1,962-71.3% | $2,495-77.4% | $7,234-92.2% |